Managing Director, Partner
Rocky Lin, CFA, manages the client service and trading operations of the Northern California Beacon Pointe Wealth Advisors office. He oversees the advice and portfolio strategies implemented in Northern California BPWA office. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for ice hockey and snowboarding.
- (408) 261-3300